Fleet Management in Oracle Transport Management. This slide will give you an idea and overview about OTM Fleet Management and based on that you can start.

1. Satyam Rai
+91 7506535134
satyamrai7777@gmail.com

2. • Fleet Management Overview
• OTM Fleet Management Overview
• OTM Fleet Management Flow
• Data Setup for Fleet Management
• Assign and Unassigned Process
• Fleet Segments
• Optimization & Tracking
• Driver Invoice
• Location Asset Inventory
• Dispatch Board
• Rates

3. Fleet Management Overview
Fleet Management is a function which allows companies which rely on transportation in business to
remove or minimize the risks associated with vehicle investment, improving efficiency, productivity and
reducing their overall transportation and staff costs, providing 100% compliance with government
legislation (duty of care) and many more. These functions can be dealt with by either an in-house fleet-
management department or an outsourced fleet-management provider.
Fleet Management comprises the target-oriented, optimal planning, supervision and control of the
fleet operations based on the available resources, considering internal and external influencing
factors. A special focus is on the integration of organizational processes with modern information
systems.

4. Fleet Management Overview
Fleet Management
Driver
Management
Power Unit
Management
Vehicle
Acquisition &
Procurement
Management
Fleet
Utilization
Management
Fuel
Management
Health and
Safety
Management
Vehicle
Telematics

5. OTM Fleet Management
OTM Fleet Management is a shipment- and asset-centric Fleet Management solution. OTM
Fleet Management was added to OTM in version 6.0.
•Shipment-centric means that Fleet Management focuses on products that happen to move
inside trucks, containers, etc. as well as being cost and service driven.
•Asset-centric means that Fleet Management focuses on trucks, containers, etc. that happen
to move products, as well as, being cost and utilization driven.
Fleet Management supports broader fleet process beyond transportation planning and
execution including:
 Asset lifecycle management (e.g., procurement, maintenance)
 Driver and contractor management
Financial settlement – buy and sell side

6. OTM Fleet Management: Flow
Create Order Release
Build Shipment
Define NAT/NAL
Associate Power Unit
to Driver
Assign Driver to
Shipment
Assign Equipment Type
to Shipment
Assign Equipment to
Shipment
Dispatch Plan
Optimization
Enter Tracking Events
Mobile Communication
Create Work Invoice

7. Shipment
Service Provider
Drivers
Power Unit
Equipments
Calendars
Location
Lanes
Itinerary

12. Within OTM, there are two action perspectives available when joining drivers and shipment
•Assigning a driver to a shipment •Assigning a shipment to a driver

13. Driver Dispatch
After you have assigned a driver, equipment, or equipment type to a shipment, you need to
get that assignment information to the driver. You send the assignment information to an
external system that the driver has access to via a driver dispatch. To access the driver
dispatch actions either from the Dispatch Board or the Shipment Manager, select a shipment
and click Actions > Fleet Management > Assign > Driver Dispatch.

16. A B P D
Bobtail Segment Deadhead Segment Freight Segment
Driver leaves his
home location
Pickup an empty
equipment from
Equipment Yard
Live load in empty
equipment at
supplier’s location
Unload freight at
destination location
Shipment ID Stop Total Weighted
Cost
Total Actual
Cost
Planned
Cost
Empty Miles Service
Provider
ABC_001 4 $261.17 $144.91 $42.05 30 MI – Stop1
40 MI – Stop2
XYZ_TL

19. • The purpose of generating a work invoice is to create a record that represents all of the
activities and miles associated with a particular shipment, such that, the driver can be paid
for those activities and miles.
• In OTM, the Driver Work Invoice page enables you to view or edit existing driver work
invoices and to transmit the data to an external payroll processing system such as Oracle
Incentive Compensation. These invoices consolidate pay information based on driver
activities.
• A driver work invoice or work invoice is similar to a carrier invoice in that it references
individual charges related to a shipment. Driver work invoices contain actual special
service information pertaining to activities that were performed as part of the shipment.
They state what the driver did and how much pay the driver should anticipate for services.
Modifications, line additions, and subtractions can be performed against the work invoice
to capture an accurate summary of work performed at a particular point in time.

20. A driver work invoice is generated by running the action Generate Driver Work Invoice. This
screen shot shows the action being used from the Dispatch Board.
1.First on the Dispatch Board, select a shipment.
2.Then, click the Actions icon.
3.And finally, select Fleet Management > Driver Dispatch > Generate Driver Work Invoice.

22. For a fleet shipment, location asset inventory helps to understand if there is a need to
bring in an empty piece of equipment before pulling out a loaded asset, as well as,
whether you are able to drop an empty piece of equipment at the final destination of
the shipment. It is also used when making the decisions about using a location to
source that empty piece of equipment or pick a location when attempting to drop that
empty piece of equipment.
When setting up asset inventory, you define buckets which hold the status and count of
an equipment type at that yard. This tells OTM how much inventory is available when
planning a shipment.

23. Define Bucket
Type
Specify Bucket
Types on
Parameters Sets
Define a
Location Asset
Inventory IDs
SETUP

24. Mumbai Location Pune Location
Total onsite
Empty
Assigned
Projected inbound loaded
Projected inbound empty

25. To create or view a bucket type, go to Shipment Management >
Power Data > SKU Types > Bucket Type.

29. To set up rate service and cost categories, we need to complete the following:
•First, define a rate service.
•Then, specify the previously created HOS rule set on the rate service.
•Next, define cost categories.
•And finally, define cost category sets.

30. To create or view a rate service, go to Contract and Rate Management > Contract
Management > Rate Service.
A rate service is necessary for OTM to rate and plan a shipment.

31. A cost category is used during driver assignment to evaluate the feasibility and quality
of a driver assignment. The cost category is specified on the rate record.
To create or view a cost category, go to Contract and Rate Management > Power Data
> Rates and Codes > Cost Category
Cost Category Example:
PRIMARY – This will be used to show the primary cost on the driver assignment page
and it will be specified on one of the rate records. It will be used during driver
assignment to evaluate the feasibility and quality of the driver assignment.
SECONDARY – This will be used to show the secondary cost on the driver assignment
page and it will be specified on one of the rate records. It is a non-qualitative cost to be
used for informational purposes. It can be used for preference, such as, night driving, or
for costs of secondary or tertiary importance.

32. A cost category set is a group of one or more cost categories. The cost category set is
linked to the driver assignment page via a parameter set. When assigning a driver, you
can view the primary, secondary, and tertiary cost category sets.

34. And finally, let’s look at the third cost category set:
–Note the Cost Category Set ID of ALL COSTS which adds together the primary or empty
miles cost and secondary or shipment costs.
–Note the specified Cost Category ID of PRIMARY and SECONDARY which were
reviewed previously.
–This cost will be determined by adding the PRIMARY and SECONDARY costs.

35. ?

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reach me @
satyamrai7777@gmail.com